PIM

Profit Investment Management Portfolio holdings

AUM $79.5M
1-Year Est. Return 19.18%
This Quarter Est. Return
1 Year Est. Return
+19.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$234K
2
+$187K
3
+$58.5K
4
NVST icon
Envista
NVST
+$45.5K
5
TSLA icon
Tesla
TSLA
+$33.4K

Top Sells

1
+$459K
2
+$352K
3
+$95.2K
4
RS icon
Reliance Steel & Aluminium
RS
+$94.3K
5
HCA icon
HCA Healthcare
HCA
+$31K

Sector Composition

1 Industrials 19.7%
2 Consumer Discretionary 18.99%
3 Technology 17.86%
4 Healthcare 15.55%
5 Financials 15.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 1.62%
76,181
27
$2.23M 1.57%
23,439
28
$2.04M 1.44%
115,422
29
$1.81M 1.27%
61,964
30
$1.78M 1.25%
4,443
31
$1.61M 1.13%
12,408
32
$1.5M 1.06%
6,272
33
$1.49M 1.05%
8,296
34
$1.39M 0.98%
8,603
35
$1.35M 0.95%
6,509
36
$1.32M 0.93%
4,193
-48
37
$1.23M 0.86%
10,490
38
$1.04M 0.73%
12,498
39
$1.01M 0.71%
1,896
40
$989K 0.69%
3,353
+793
41
$948K 0.67%
7,072
42
$934K 0.66%
3,557
43
$924K 0.65%
6,098
-101
44
$837K 0.59%
57,260
45
$782K 0.55%
7,510
46
$761K 0.53%
8,620
47
$737K 0.52%
4,237
48
$730K 0.51%
62,749
+16,089
49
$717K 0.5%
4,853
50
$708K 0.5%
3,917
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2
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